Ci Private Wealth, LLC Incresed Positions in Q2 2024

Ci Private Wealth, LLC

  • $56.4 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CFG
Citizens Financial Group Inc

Financial Services
16.2K
+ 22.58%
$32.41 - $37.16 $524K - $600K
87.7K $3.16M
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.64K
+ 25.6%
$37.81 - $52.4 $213K - $295K
27.7K $1.45M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
36.5K
+ 25.02%
$29.09 - $32.5 $1.06M - $1.19M
182K $5.31M
ONTO
Onto Innovation Inc.

Technology
480
+ 4.21%
$169.39 - $233.63 $81.3K - $112K
11.9K $2.61M
DLR
Digital Realty Trust, Inc.

Real Estate
19
+ 0.03%
$135.75 - $152.05 $2.58K - $2.89K
67.6K $10.3M
DOX
Amdocs LTD

Technology
15.7K
+ 25.59%
$74.9 - $90.23 $1.18M - $1.42M
77.3K $6.1M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
12.2K
+ 71.33%
$42.03 - $46.48 $513K - $568K
29.3K $1.33M
UPRO
Proshares Trust Proshares Ultr

ETFs
1.82K
+ 2.94%
$59.16 - $78.44 $108K - $143K
63.8K $4.9M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
4.64K
+ 6.43%
$115.05 - $124.09 $534K - $576K
76.9K $9.48M
WELL
Welltower Inc.

Real Estate
1.43K
+ 4.14%
$88.31 - $105.01 $127K - $151K
36.1K $3.76M
PHG
Koninklijke Philips Nv

Healthcare
9.98K
+ 20.0%
$19.83 - $27.98 $198K - $279K
59.9K $1.51M
RC
Ready Capital Corp

Real Estate
72.2K
+ 71.2%
$7.99 - $8.96 $577K - $647K
174K $1.42M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
129K
+ 45.31%
$3.2 - $3.97 $413K - $512K
414K $1.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.84K
+ 2.78%
$50.49 - $50.93 $446K - $450K
326K $16.6M
INFY
Infosys LTD

Technology
22.1K
+ 19.16%
$16.51 - $18.63 $364K - $411K
137K $2.56M
VCR
Vanguard Consumer Discretionar

ETFs
1.9K
+ 9.87%
$292.03 - $315.87 $556K - $601K
21.2K $6.62M
NTRA
Natera, Inc.

Healthcare
2.09K
+ 13.77%
$85.28 - $112.6 $178K - $236K
17.3K $1.87M
STRA
Strategic Education, Inc.

Consumer Defensive
4.01K
+ 69.32%
$96.71 - $123.0 $388K - $493K
9.8K $1.08M
MRO
Marathon Oil Corp

Energy
14.8K
+ 9.21%
$25.56 - $29.69 $379K - $440K
176K $5.04M
TTWO
Take Two Interactive Software Inc

Communication Services
1.78K
+ 6.21%
$139.96 - $167.43 $248K - $297K
30.3K $4.72M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.49K
+ 13.42%
$132.1 - $144.92 $461K - $505K
29.5K $4.13M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.26K
+ 0.38%
$31.14 - $34.36 $39.3K - $43.4K
333K $11.2M
SHV
Ishares Tr

ETFs
4.32K
+ 6.45%
$110.04 - $110.51 $475K - $477K
71.2K $7.86M
LUV
Southwest Airlines CO

Industrials
17.5K
+ 34.8%
$25.51 - $29.73 $446K - $520K
67.7K $1.94M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.05K
+ 7.3%
$35.3 - $38.79 $284K - $312K
118K $4.46M
AEP
American Electric Power CO Inc

Utilities
2.35K
+ 1.49%
$79.51 - $92.67 $187K - $218K
161K $14.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.81K
+ 7.19%
$60.69 - $66.83 $292K - $321K
71.7K $4.76M
ASB
Associated Banc Corp

Financial Services
22.1K
+ 113.93%
$19.9 - $22.48 $440K - $497K
41.5K $878K
PUK
Prudential PLC

Financial Services
26.7K
+ 90.34%
$17.26 - $20.98 $460K - $559K
56.2K $1.03M
TGNA
Tegna Inc

Communication Services
36.2K
+ 75.2%
$12.72 - $15.72 $461K - $569K
84.4K $1.18M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.01K
+ 3.41%
$30.22 - $34.82 $121K - $140K
122K $4.06M
GRMN
Garmin LTD

Technology
1.61K
+ 11.91%
$139.52 - $170.94 $224K - $275K
15.1K $2.46M
PODD
Insulet Corp

Healthcare
999
+ 12.28%
$161.02 - $206.98 $161K - $207K
9.14K $1.84M
OWL
Blue Owl Capital Inc.

Financial Services
35.9K
+ 21.05%
$16.69 - $19.6 $600K - $705K
207K $3.67M
CPNG
Coupang, Inc.

Consumer Cyclical
19.3K
+ 152.17%
$18.2 - $23.65 $352K - $457K
32K $671K
ERIC
Ericsson Lm Telephone CO

Technology
66.5K
+ 130.96%
$4.79 - $6.32 $319K - $420K
117K $723K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.12K
+ 5.52%
$159.21 - $168.37 $975K - $1.03M
117K $19.2M
IVE
Ishares S&P 500 Value ETF

ETFs
3.43K
+ 8.97%
$176.58 - $186.7 $606K - $641K
41.7K $7.59M
JHG
Janus Henderson Group PLC

Financial Services
12.8K
+ 117.64%
$30.47 - $34.79 $389K - $444K
23.6K $795K
FANG
Diamondback Energy, Inc.

Energy
1.99K
+ 11.14%
$185.97 - $208.26 $369K - $414K
19.8K $3.97M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.24K
+ 39.9%
$199.21 - $276.76 $247K - $343K
4.34K $1.13M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
23.2K
+ 44.56%
$18.39 - $22.41 $426K - $519K
75.1K $1.43M
TYL
Tyler Technologies Inc

Technology
278
+ 7.47%
$399.22 - $502.78 $111K - $140K
4K $2.01M
CHX
Champion X Corp

Energy
14.1K
+ 91.44%
$30.19 - $39.34 $427K - $556K
29.6K $982K
OC
Owens Corning

Industrials
1.02K
+ 2.81%
$160.11 - $181.39 $163K - $184K
37.1K $6.45M
DINO
Hf Sinclair Corp

Energy
12.8K
+ 34.98%
$52.06 - $63.71 $665K - $814K
49.3K $2.63M
STAG
Stag Industrial, Inc.

Real Estate
14.2K
+ 36.31%
$34.26 - $38.32 $487K - $544K
53.3K $1.92M
MMM
3 M CO

Industrials
14.2K
+ 5.26%
$90.54 - $105.26 $1.29M - $1.5M
285K $29.1M
HWM
Howmet Aerospace Inc.

Industrials
523
+ 1.33%
$62.93 - $85.28 $32.9K - $44.6K
39.8K $3.09M
Activity Summary
Buys All Purchases 1210 New Holdings 140 Increased Positions 1070 Sells All Sells 926 Reductions 926 Sold out 0 Options Calls 0 Puts 4
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